Surprised Anthropic isn’t down more in pre-market trading:

Limiting the best models to US citizens greatly increases the attractiveness of open-source models -> less revenue for Anthropic.

Even worse, pushing open-source and shittier models for non-US users reduces demand for compute.

That should lower demand across the entire AI stack: memory, data centers, AI cloud, etc.

Perhaps pre-market is pricing in a quick reversal of the ban after Anthropic manages to 'safeguard' the model against jailbreaks again.

If not, this could be the end of quick progress in AI—and a potential rotation out of AI-related companies into elsewhere.

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